Overview:
We are seeking a highly motivated and dynamic individual to join our team as a Financial Professional. As a Financial Professional, you will play a crucial role in providing financial guidance and solutions to our clients. This is an excellent opportunity for someone who is passionate about finance and enjoys building relationships with clients.

Duties:
- Conduct outside advisory activities to acquire new clients and expand the client base
- Provide financial advice and guidance to clients based on their individual needs and goals
- Develop and implement strategies to effectively market financial products and services
- Negotiate and close sales transactions with clients
- Communicate complex financial concepts in a clear and concise manner
- Stay up-to-date with industry trends, regulations, and changes in the market
- Collaborate with team members to ensure client satisfaction and achieve sales targets
- Utilize sales administration tools to track progress and maintain accurate client records

Qualifications:
- Previous experience in customer-facing role is preferred
- Ability to learn with the highest level of training.
- Excellent communication skills, both verbal and written
- Ability to build rapport and establish trust with clients
- Proficiency in multiple languages is an asset, but not mandatory
- Proven track record of success in previous jobs or education

We offer competitive compensation packages, including commission plus activity stipends, training allowances, and expense allowances, as well as comprehensive benefits such as health insurance, retirement plans, and professional development opportunities. Join our team of dedicated professionals and take your career in finance to the next level. We also offer quarterly and year end bonuses as well as monetary based stipends for continuing education.

Note: All positions at our company are paid positions, including internships.

Job Types: Full-time, Permanent

Pay: $91,202.41 - $138,630.86 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus opportunities
• Commission pay

Work setting:

• Hybrid work
• In the field
• Office

Ability to Relocate:

• New Windsor, NY 12553: Relocate before starting work (Required)

Work Location: Hybrid remote in New Windsor, NY 12553